Works around your core software
Returns, ledgers and policies stay in the tax, accounting or agency management system you already use. We close the gaps around it: documents, deadlines, requests and follow-up.
ACCOUNTING & INSURANCE DEMO
Fewer chases. No missed deadlines.
A sample of the workspace StrideFrame builds for accounting firms and independent insurance agencies, working alongside the tax, accounting or agency management software you already use: client documents, deadlines, renewals, certificates, billing and follow-up in one place. Switch between a CPA firm and an insurance agency and click around. Nothing is real and nothing is saved.
Demonstration only. The firms, agencies, clients, carriers and numbers below are invented. No tax, accounting, agency management, carrier or payment systems are connected. Try Client documents and check off what a client sent, or switch to the insurance agency and move a renewal along in Renewals.
FICTIONAL FIRM WORKSPACE
This week
Documents without the chase
Every client gets a checklist of exactly what's missing, and reminders go out on their own until it's all in. Your team sees who is holding up which job.
Clients who stay and refer
Year-round check-ins, renewal follow-ups and referral requests run on their own, and your firm shows up when people ask AI assistants for an accountant or agent nearby.
LET'S TALK
How many hours a week go to chasing clients?
Pick an open time for a free 30-minute call. You'll talk with Alex Alexander, founder.